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iShares Core S&P 500 ETF
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Overview Fund Activity

1,626 hedge funds and large institutions have $116B invested in iShares Core S&P 500 ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 734 increasing their positions, 589 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+23
Holders Change %
+1.43%
% of All Funds
35.37%
Holding in Top 10
526
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.14%
% of All Funds
11.44%
New
89
Increased
734
Reduced
589
Closed
47
Calls
$99.2M
Puts
$55.1M
Net Calls
+$44.1M
Net Calls Change
-$10.6M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.4B
2
BlackRock
BlackRock
New York
$15.1B
3
USAA
United Services Automobile Association
Texas
$913M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
$460M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$628M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.64B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$982M
3
PPFA
Provida Pension Fund Administrator
Chile
$0
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.28B
5
PPA
Parametric Portfolio Associates
Washington
$2.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1601
Lowe Wealth Advisors
Maryland
$32K – – –
HFM
1602
Hartford Financial Management
Connecticut
$32K – – –
PFC
1603
Phocas Financial Corp
California
$31K – – –
MAM
1604
Meeder Asset Management
Ohio
$30K – – –
TFA
1605
Transamerica Financial Advisors
Florida
$25K +$25K +85 New
LIA
1606
LS Investment Advisors
Michigan
$24K – – –
HIIFS
1607
Harel Insurance Investments & Financial Services
Israel
$24K +$2.1K +7 +10%
CBT
1608
Capital Bank & Trust
California
$22K -$156K -531 -88%
GCM
1609
Gables Capital Management
Florida
$22K – – –
JPLA
1610
Joseph P. Lucia & Associates
New York
$22K +$22K +73 New
CFN
1611
Cordasco Financial Network
Florida
$19K +$19K +63 New
SFA
1612
Semmax Financial Advisors
North Carolina
$18K -$191K -648 -91%
TCM
1613
Tradewinds Capital Management
Washington
$17K – – –
WC
1614
Whitnell & Co
Illinois
$16K – – –
MSFP
1615
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
PK
1616
Pflug Koory
Nebraska
$14K – – –
AOWM
1617
Alpha Omega Wealth Management
Virginia
$10K -$49.4K -168 -83%
PCMK
1618
Paragon Capital Management (Kansas)
Kansas
$10K – – –
TSW
1619
Thompson Siegel & Walmsley
Virginia
$10K +$10K +34 New
BRWM
1620
B. Riley Wealth Management
Tennessee
$5.35K -$341 -1,158 -6%
CWA
1621
Clarus Wealth Advisors
Arizona
$5K +$588 +2 +13%
PC
1622
Permanens Capital
New York
$5K +$5K +16 New
MWM
1623
Meridian Wealth Management
Kentucky
$4.31K -$781 -265 -15%
RTC
1624
Riverview Trust Company
Washington
$4K – – –
AF
1625
Arrow Financial
New York
$4K +$4K +12 New
63 64
65
66 67